CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Two stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 171% versus the CSI 300 Index’s return of 91%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology
Portfolio changes: Two stocks remain, eight new join the fray
Since inception, it has gained 171% versus the CSI 300 Index’s return of 91%


<ul>
<li>We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Two stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 172% versus the CSI 300 Index’s return of 61%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology
Portfolio changes: Two stocks remain, eight new join the fray
Since inception, it has gained 172% versus the CSI 300 Index’s return of 61%


Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

<ul>
<li>NIO US/XPEV US/1810 HK/LI US: Electric vehicle sales were strong during the two weeks of the National Day holiday, with NIO, Leap, Zeekr, Xiaomi and Tesla performing better(///////)</li>
<li>Consumer sector: Steady Growth in Catering and Retail Consumption During the National Day Holiday(+)</li>
<li>Consumer sector: WeChat reports 20% YoY increase in transaction volume during National Day Holiday (+)</li>
</ul>


NIO US/XPEV US/1810 HK/LI US: Electric vehicle sales were strong during the two weeks of the National Day holiday, with NIO, Leap, Zeekr, Xiaomi and Tesla performing better(///////)
Consumer sector: Steady Growth in Catering and Retail Consumption During the National Day Holiday(+)
Consumer sector: WeChat reports 20% YoY increase in transaction volume during National Day Holiday (+)


[Blue Lotus Daily]:NIO US/XPEV US/1810 HK/LI US/000333 CH/600690 CH/000651 CH/1585 HK/NIUUS/603529CH

<ul>
<li>300750 CH/1211 HK:A fire broke out at CATL's Fujian factory, negatively affecting its safety image (-)</li>
<li>1211 HK:BYD recalls close to 100,000 vehicles, mainly produced in 2022-23 (/)</li>
<li>1519 HK/ZTO US: Parcel volume collection +40% yoy in prior week (+)</li>
</ul>


300750 CH/1211 HK:A fire broke out at CATL's Fujian factory, negatively affecting its safety image (-)
1211 HK:BYD recalls close to 100,000 vehicles, mainly produced in 2022-23 (/)
1519 HK/ZTO US: Parcel volume collection +40% yoy in prior week (+)


[Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>This insight discusses about comparison between the financial and operational results of <a href="https://www.smartkarma.com/entities/midea-group-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:43993:1" rel="noopener">Midea Group (300 HK)</a> , <a href="https://www.smartkarma.com/entities/haier-smart-home-co-ltd-class-h" target="_blank" data-smartkarma-citation="entities:31105:1" rel="noopener">Haier Smart Home (6690 HK)</a> and <a href="https://www.smartkarma.com/entities/gree-electric-appliances-inc-of-zhuhai" target="_blank" data-smartkarma-citation="entities:7622:1" rel="noopener">Gree Electric Appliances (000651 CH)</a> </li>
<li>It compares the domestic &amp; export performance, revenue mix and guidance for H2FY2026.</li>
<li>Finally, we discuss about valuation comparison between the companies and our view.</li>
</ul>


This insight discusses about comparison between the financial and operational results of Midea Group (300 HK) , Haier Smart Home (6690 HK) and Gree Electric Appliances (000651 CH) 
It compares the domestic &amp; export performance, revenue mix and guidance for H2FY2026.
Finally, we discuss about valuation comparison between the companies and our view.


H1FY2026 Important Comparison Points: Midea(300 HK) Vs. Haier(6690 HK) Vs. Gree Electric(000651 CH)

China

Gree Electric Appliances, Inc. of Zhuhai manufactures and sells a series of air conditioners.  The different series of air conditioners include window type, split type, floor type, mobile type, mobile split type and ceiling type.  The Company also produces air purifier.

Price Gauge
52-week Range	0.00 - 0.00
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Gree Electric Appliances (000651 CH)

The Stocks to Own in China – Vol. 37

We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...

A. Stotz Investment Research

The Stocks to Own in China – Vol. 36

We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...

A. Stotz Investment Research

[Blue Lotus Daily]:NIO US/XPEV US/1810 HK/LI US/000333 CH/600690 CH/000651 CH/1585 HK/NIUUS/603529CH

Electric vehicle sales, catering, and retail consumption saw strong growth during the National Day holiday, with companies like NIO, Leap, Zeekr,...

Blue Lotus Research Institute

[Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH

CATL's safety image takes a hit after fire at Fujian factory, BYD recalls 100,000 vehicles, ZTO sees 40% increase in parcel volume collection.

Blue Lotus Research Institute

H1FY2026 Important Comparison Points: Midea(300 HK) Vs. Haier(6690 HK) Vs. Gree Electric(000651 CH)

This insight discusses comparison between the financial, operational and outlook of Midea Group (300 HK) , Haier Smart Home (6690 HK) and Gree...

Sreemant Dudhoria

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Stocks to Own in China – Vol. 37

We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...

A. Stotz Investment Research

The Stocks to Own in China – Vol. 36

We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...

A. Stotz Investment Research

[Blue Lotus Daily]:NIO US/XPEV US/1810 HK/LI US/000333 CH/600690 CH/000651 CH/1585 HK/NIUUS/603529CH

​Electric vehicle sales, catering, and retail consumption saw strong growth during the National Day holiday, with companies like NIO, Leap, Zeekr,...

Blue Lotus Research Institute

[Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH

​CATL's safety image takes a hit after fire at Fujian factory, BYD recalls 100,000 vehicles, ZTO sees 40% increase in parcel volume collection.

Blue Lotus Research Institute

H1FY2026 Important Comparison Points: Midea(300 HK) Vs. Haier(6690 HK) Vs. Gree Electric(000651 CH)

This insight discusses comparison between the financial, operational and outlook of Midea Group (300 HK) , Haier Smart Home (6690 HK) and Gree...

Sreemant Dudhoria

Electric vehicle sales, catering, and retail consumption saw strong growth during the National Day holiday, with companies like NIO, Leap, Zeekr,...

CATL's safety image takes a hit after fire at Fujian factory, BYD recalls 100,000 vehicles, ZTO sees 40% increase in parcel volume collection.